Convert a qualified lead into an Altoviz customer
When a prospect is ready to become a customer, carry their details into Altoviz and keep the next step moving.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Customer
Create a customer record for a company or an individual.
Why this helps
A qualified lead can stall while someone manually recreates its company and contact details in the billing system.
- Create customer records as prospects become commercially relevant.
- Cut context switching between lead research and billing setup.
- Keep the handoff prompt consistent.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Altoviz once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the customer handoff.
- 3Tell Notis to create an Altoviz customer from the webhook prospect details, using the correct company or individual type.
- 4Choose the webhook trigger and select a report channel.
- 5Test with one real qualified prospect and check the customer record.
Questions about this workflow
Can this create both company and individual customers?
Yes, if the prompt explains how to determine the type from available details. Company customers require a company name; provide any missing required information.
Does this workflow send an invoice too?
No. It creates an Altoviz customer. Invoice creation would require a separate action and the necessary invoice details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Altoviz. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Altoviz actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Product
Creates a new product.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Create a new contact record.
Delete Product
Permanently deletes an existing product.
Create Customer
Create a customer record for a company or an individual.
Find Contact by Email
Finds a contact by email address.
Create Customer Family
Create a customer family to group and organize customers.
Find Customer by Email
Finds a customer by email address.
Find Product by Number
Finds a product by its product number.
Connect any two apps with Notis in the middle.
Aeroleads and Altoviz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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